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Shipping congestion from the covid consumption boom is behind us, says hsbc

Parash Jain of HSBC discusses the resumption of normalcy in logistics and emission targets in the industry....

June 20, 2023, 12:00 am

Unitedhealth group: examining the implications of higher medical costs

UnitedHealth Group's stock experienced a 6.5% drop following CFO John Rex's outlook for higher medical costs, as care activity returns to...

June 19, 2023, 3:51 am

Monday morning open levels - indicative forex prices - 19 june 2023

On a Monday morning, market liquidity is very thin until it improves as more Asian centres come online. With the US out on Monday it's a little thinne...

June 18, 2023, 8:05 pm

Alico: value behind short-term trouble

Alico's stock price dropped significantly due to the record breaking destruction of Hurricane Ian, which hit Florida in September 2022 and created a m...

June 18, 2023, 5:42 am

Zoominfo: sequential growth through fy23 should be a catalyst for stock price

I reiterate a buy rating for ZI based on strong 1Q23 performance and positive updates from the JPM TMC Conference, and expects growth to accelerate th...

June 17, 2023, 5:25 am

Etf areas to win on el nino in 2023

El Nino, a recurring weather phenomenon characterized by an abnormal warming of the Pacific Ocean, has been a topic of interest this year....

June 16, 2023, 2:36 pm

Arcelormittal: executing properly on market profile normalization

ArcelorMittal benefited from the improved steel market conditions to deliver strong results in Q1 2023. With the CSP acquisition and two furnaces comi...

June 16, 2023, 11:59 am

Medical properties trust: selling for $0.65 on the dollar and set to benefit from unh's pain

MPW is currently swapping hands for 65 cents on the dollar, or a roughly 35% discount to tangible book value. The REIT's double-digit dividend yield o...

June 16, 2023, 11:14 am

Target: turning constructive (rating upgrade)

The macro environment may not be wholly conducive for a discretionary play, but we see merit in Target's convalescing inventory, gross margin, and cas...

June 16, 2023, 10:54 am

Boj ueda: it’s probably more difficult to deal with an undershoot of inflation

In the press conference following BoJ’s decision to stand pat, Governor Kazuo Ueda said, “at present, inflation has exceeded 2% for 13 straight mo...

June 16, 2023, 8:59 am

Bank of japan still pushing back against policy normalization

Markets The ECB hiked rates by 25 bps yesterday, bringing the deposit rate to 3.5%. In the base scenario, another 25 bps move follows in July. The ful...

June 16, 2023, 7:14 am

Tusimple completes 39-mile driverless run in china traffic

Autonomous trucking software developer TuSimple successfully traveled nearly 39 miles on an open public road in China, safely navigating...

June 15, 2023, 9:00 pm

Usd/jpy: decline should be underway by end q3 – ing

We think the market is under-pricing the risk of further normalisation in the Bank of Japan’s Yield Curve Control policy on 16 June. By the end of Q...

June 15, 2023, 3:29 pm

Canadian midstream companies impacted by wildfires

Canadian midstream companies have been impacted by the devastating start to wildfire season. Above-normal temperatures and a lack of rain have caused ...

June 15, 2023, 2:26 pm

Safe harbor financial originates $6.7 million first-lien secured loan for global real estate investment firm

– Successfully underwrites complex transaction for unique California-based property containing numerous cannabis businesses – – Market-leading t...

June 15, 2023, 11:30 am

Fortinet: long-term winner with concerning near-term outlook

Fortinet has built a unique security business that is exposed to secular growth themes, like SASE and OT security. The pandemic caused a surge in dema...

June 15, 2023, 8:08 am

Moody's: supreme business continuing to compound

Moody's Corporation is a high-quality business with a high portion of recurring revenue, and its current financial weakness is expected to normalize i...

June 15, 2023, 12:52 am

Valero energy: upgrading to buy

While VLO is at peak earnings, the company has been doing well buying back stock and increasing its dividend. Growth projects should help drive more n...

June 14, 2023, 6:00 pm

Valero: u.s. gasoline prices will soar this decade as more refineries shutter

I made a well-timed bearish call on Valero last June, with the stock losing ground as crack spreads fell back toward...

June 14, 2023, 4:09 pm

Target's valuation is normalizing despite headwinds

Target Inc. ( TGT , Financial), a prominent retail chain in the U.S., is encountering multiple challenges, leading to a lack of investor interest....

June 14, 2023, 3:36 pm


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